W. Carr Burgoyne, Jr. CFP®, CFS, AIF®

President and Founder


Direct dial: 281-272-6801
e-mail: carr@symphonyplanning.com {cke_protected}{C}%3C!%2D%2D%22''%22%2D%2D%3E

A native Houstonian, Carr is 3rd generation in the financial service industry. The Burgoyne Family tradition of independent advice dates back to his grandfather, Wallace Martin Burgoyne, who began his career in 1927 at the firm Spencer Trask, well known for giving independent advice on preferred stocks.

Carr and his wife Wendy are active members of their community and live in the Spring/Woodlands area with their two sons, Carr III and Colson.  Most of his free time is spent with Wendy, watching the boys play lacrosse. 

Education

Area of Expertise

Work Experience

Carr has 28 years in the financial service industry. He began his career in 1990 and joined LPL Financial in 2002.  His resume includes multiple speaking engagements as well as instructing the CFP® program at The University of St. Thomas in Houston, TX. Carr is the Branch Manager and President & Founder of Symphony Financial, Ltd. Co., A Registered Investment Advisor.  The Hybrid RIA is comprised of 5 DBAs, 17 advisors and 10 non-licensed admins, in 6 locations throughout the US.  Carr’s unique business approach has allowed for organic growth on both the brokerage and RIA side & built long term partnerships with other advisors.
  • Investment Management
  • Cash Flow Analysis
  • Retirement Planning
  • Business Planning
  • Education Funding
  • Insurance Services
  • Estate and Trust Planning
  • Group Benefits

A graduate of Stephen F. Austin University, Carr is a CERTIFIED FINANCIAL PLANNER™ Practitioner, Certified Fund Specialist and Accredited Investment Fiduciary.  After attending the The University of St. Thomas in Houston, TX for his post graduate work and his CERTIFIED FINANCIAL PLANNER™ he then began instructing the CFP® program at university.  

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